TCM

Tradition Capital Management Portfolio holdings

AUM $369M
1-Year Est. Return 6.73%
This Quarter Est. Return
1 Year Est. Return
+6.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.14M
3
+$2.51M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$2.32M
5
SLB icon
SLB Limited
SLB
+$2.24M

Top Sells

1
+$4.7M
2
+$3.04M
3
+$2.73M
4
PFE icon
Pfizer
PFE
+$2.36M
5
KO icon
Coca-Cola
KO
+$2.35M

Sector Composition

1 Energy 17.7%
2 Healthcare 17.58%
3 Financials 15.51%
4 Technology 13.54%
5 Industrials 13.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.73%
+40,385
52
$2.29M 0.72%
48,726
+1,086
53
$2.29M 0.72%
22,739
-2,003
54
$2.18M 0.69%
26,928
-301
55
$2.11M 0.66%
19,811
+47
56
$2.08M 0.65%
218,260
-150
57
$2.04M 0.64%
24,161
-1,130
58
$1.99M 0.62%
19,713
-18,701
59
$1.98M 0.62%
48,251
-279
60
$1.95M 0.61%
25,350
61
$1.93M 0.61%
14,565
62
$1.92M 0.6%
50,338
-1,170
63
$1.91M 0.6%
26,029
-867
64
$1.82M 0.57%
+31,449
65
$1.79M 0.56%
+15,005
66
$1.67M 0.53%
37,424
-475
67
$1.65M 0.52%
35,573
-26,750
68
$1.63M 0.51%
35,205
+885
69
$1.58M 0.5%
56,170
-83,887
70
$1.56M 0.49%
31,575
+790
71
$1.54M 0.48%
12,155
+5,450
72
$1.52M 0.48%
8,802
+84
73
$1.47M 0.46%
95,495
+7,205
74
$1.45M 0.45%
18,690
75
$1.42M 0.45%
16,592
-2,140
1 2
3
4 5